China Global Wealth Leaders Summit

25th October 2018
7:30am – 2pm
Bvlgari Hotel, Shanghai


7:30am – 9:00am Registration and Refreshments
9:00am – 9:10am Welcome Address: Andrew Shale, Founder and Chairman, Asian Private Banker
9:10am – 9:20am Keynote Address
Guest of Honour:
H.E. Ambassador Dr. Jean-Jacques de Dardel, Swiss Confederation
9:20am – 9:35am Keynote Address
New era in sustainable and responsible wealth management for the benefit of the nation

Guest of Honour:
Qiao Yide, Vice Chairman & Secretary General, Shanghai Development Research
Foundation (SDRF)

9:40am – 10:20am Panel 1 | Sustainable and Responsible Wealth Creation – The New Era
As China moves into a new era of high quality growth, what is the role of capital in supporting the real economy in a sustainable and environmentally responsible manner? 2018 is an important year in upgrading China’s financial system, with a particular focus on systemic risks, deleveraging and ensuring financial stability. How are banks and wealth managers evolving and adapting to the new regulatory framework? What are the business plans and product preferences for China’s leading private banks and wealth managers in this new era of wealth management?

Sebastian Enberg, Editor, Asian Private Banker

Panel Speakers:
Francois Monnet, Head, Private Banking Greater China and Chief Executive, Hong Kong Branch, Credit Suisse
Kenny Lam, Group President, Noah Holdings Limited
Wang Jing, General Manager, Private Banking Department, China Merchants Bank

10:20am – 10:40am Networking and Refreshments
10:40am – 11:20am Panel 2 | Client Attraction and AUM Growth in the New Era
Winning Chinese clients who are the most digitally-sophisticated end clients in the world presents unique challenges and opportunities for both incumbents and new fintech driven wealth managers. Combined with a new generation of investment products which the government has foretold, the Chinese wealth landscape demands innovative solutions and strategies for both Chinese and foreign private banks who seek to succeed in this vast, and still relatively youthful, wealth market. How are digital tools being utilised to reach, educate and capture end client attention and asset flows? What are the other unique attributes of Chinese clients to which ambitious Chinese and foreign private banks must adapt if they are to thrive?
Paris Shepherd, Managing Director, Asian Private Banker

Panel Speakers:
Marina Lui, Head China WM, Managing Director, UBS Global Wealth Management
Nick Yim, Head of North Asia, Goldman Sachs Private Wealth Management
Shang Xiao, SVP and Head of Wealth Management Department, CreditEase
Xu Meng, General Manager, Private Banking, Bank of Communications

11:20am – 12:00pm Workshop
12:00pm – 12:40pm Panel 3 | Market Movements – CIO Views
Leading global and Chinese CIO’s share their latest house views on asset classes, sectors and risks as geopolitical tensions persist and markets continue to be volatile. How will the final quarter of 2018 unfold, and what may be ahead in 2019? What kind of asset allocation strategies are being developed for Chinese investors, and which products may find success within onshore and offshore portfolio’s?

Richard Otsuki, Deputy Editor & Head of Investment Coverage, Asian Private Banker
Charlene Cong, Senior Reporter, Asian Private Banker

Panel Speakers:
Hu Yifan, Regional Chief Investment Officer & Chief China Economist, UBS Global Wealth Management
William Ma, Co-Chief Investment Officer, Noah Holdings Limited

12:40pm – 12:55pm Closing Keynote Address
Guest of honour:
Dr. Ma Jun, Director of the Center for Finance and Development, Tsinghua National Institute of Financial Research
12:55pm – 2:00pm Networking Luncheon

2018 Partners

Conversation Partners

Networking Partner

Charter Partner

Supporting Partner



For further information, please contact:

Asian Private Banker reserves the right to amend this agenda at any time. All proceedings will be simulatanously translated into Putonghua and English. The event will be a private meeting with no media invited to attend except for the APB editorial team, who will not be covering or reporting on any aspects of the event conversations. The function is off-the-record for all participants, and no recording or reporting of any part of the proceedings is permitted or authorised.